This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$300MItem 5.F on the latest filing (2026-05-14); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$300M

Private client RAUM

$282MderivedItem 5.D individuals plus high net worth individuals

Private client share

94%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$150Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

143

Individual clients

86

High net worth clients

40

Private funds

1Schedule D 7.B(1)

Custody, client assets

$30.1M

SEC number

801-121572

CRD

290658

Filings on the tape

17

First filed

May 21, 2021

Latest filed

May 14, 2026

Organised

Corporation, CA

Website

wwmgmt.co

• Occurred

  Mar 30, 2025
  Regulatory AUM changed

  Westwood Wealth Management reported RAUM $338.8M, up 83% from $185.0M (2024-03-29 to 2025-03-30)

  Form ADVobserved 5 days ago
  $154M
• Occurred

  May 21, 2021
  First Form ADV filing

  Westwood Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5d99da68-2d52-866a-9152-c2cbb43325ce

First observed

May 21, 2021

Last observed

May 14, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.